Tom moved his investment advisory practice to Trubee Collins & Co, Inc. in April 2009. He became a partner in the firm shortly thereafter.
A native of the Southern Tier, Tom received his Bachelors Degree in Accounting from Southern New Hampshire University in 1980. He holds Series 7 and 66 licenses as well as Life, Health and variable annuity insurance licenses. He attained his CERTIFIED FINANCIAL PLANNER designation in 1997.
Beginning his investment career with Merrill Lynch in 1981, Tom now has over thirty years experience assisting clients as they navigate through the volatility of financial markets and their life events. He believes this can only happen by a thorough understanding of his clients’ needs and thereby meeting their individual goals. Recognizing there is risk at every turn, he is committed to a financial plan that emphasizes customized asset diversification, income planning, and asset protection.
Tom resides in Orchard Park and when not running or cycling, he enjoys reading and listening to music. He has two daughters, Christine and Melissa.